Comparison Summary
This comparison report of HubSpot CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 42256 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing HubSpot CRM and Salesforce Financial Services Cloud
HubSpot CRM, Salesforce Financial Services Cloud, Hubspot Sales Hub, Zoho CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
HubSpot CRM covers Communication Management with E-Mail, Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking with E-Mail, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"Our brokers need to know everything we’re doing with every client—not just what we’re doing in our own backyard but what we’re doing globally, " - Mike Hart
"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
HubSpot CRM
Focus area
HubSpot CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
HubSpot CRM | For Sales Leaders
Build a lifetime of trust with a unified financial services experience
Age
2006
1999
Financials
IPO
IPO
Business Need
Total Processes
(we found evidences for)
145
48
Total Goals
(we found evidences for)
19
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Increase sales & revenue
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Improve ROI
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Scale best practices
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Grow market share
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Improve internal communications
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve stakeholder relations
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Improve efficiency
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Build brand awareness
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Improve visibility
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Launch new products
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Shorten ramp up time
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Establish thought leadership
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Improve consistency
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Improve brand engagement
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Increase customer life time value
- See 16 more
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
